Marketing automation for small business, run as one system you own.
Marketing automation for small business should mean one system: lead sourcing, outbound, your CRM and your ads, tied together and measured in leads, booked calls and revenue you can trace. Not five tools that don't talk to each other, and not a campaign that ends when the invoice does.
We don't sell campaigns. We build the system that runs them.
Most marketing spend for a small business disappears into five dashboards: an ad account, a CRM, a spreadsheet of quotes, a stack of texts. Nobody can say which dollar brought in the last customer, so the budget gets cut or doubled by feel.
Call it a marketing operations consultant's job if you want a title for it. The deliverable is a system: leads found and routed automatically, outreach that goes out on schedule, and one dashboard that ties spend to revenue. You own it when we're done.
From a cold list to a booked call, split.
Where the line falls in outbound: what a machine runs and what a person keeps.
From a list of prospects to a call on the calendar.
- Machines run it: List built
Prospects sourced from the market that fits.
- Machines run it: Contacts enriched
Verified emails and titles added with Apollo or Clay.
- People keep it: Message approved
Your team signs off on the message before anything sends.
- Machines run it: Sequence sent
Instantly sends it from a protected domain, on schedule.
- People keep it: Replies read
A person reads and answers every reply.
- Machines run it: Call booked
A booking link goes out and the call lands on the calendar.
- Machines run it: Source logged
HubSpot tags the lead so revenue traces back to outbound.
Lead sourcing and outbound.
New prospects in, and a first message out, without anyone building a list by hand.
CRM and lead routing.
What a CRM consultant would set up, built once and documented.
One dashboard for every channel.
Leads, booked calls and revenue from search, outbound, referrals and paid social, updated on its own instead of copied in by hand.
Pipeline, last 30 days
Sample| Source | Leads | Booked | Revenue | Cost per booked call |
|---|---|---|---|---|
| Search and website | 45 | 14 | $21,000 | $58 |
| Cold outbound | 30 | 11 | $16,500 | $37 |
| Referrals and reviews | 20 | 9 | $18,700 | None |
| Paid social | 11 | 3 | $2,800 | $95 |
Sample automations.
What triggers each one, what it does, and what a person still checks.
| Automation | Trigger | What it does | A person checks |
|---|---|---|---|
| Lead list refresh | Every Monday | Pulls a new list of prospects and enriches the contacts | The list before it goes into outbound |
| Outbound sequence | A verified contact added to the list | Sends a written sequence from a protected domain | Every reply |
| Lead routing | A form fill or a booked call | Assigns the lead to the right person in HubSpot | Nothing, unless the routing rules change |
| Review request | A job marked complete | Texts the customer a review link | Anything under four stars, before it's public |
| Monday marketing scorecard | Every Monday at 6am | Pulls ad spend, leads, booked calls and revenue into one view | The owner, in the Monday meeting |
Built inside a HubSpot consultant's toolkit.
We work inside HubSpot and the ad and analytics accounts you already run. You own every account.
- HubSpot
- Google Ads
- Meta
- Google Analytics 4
- Search Console
- Apollo or Clay
- Instantly
What this isn't.
Plain answers to the things owners worry about most.
Questions about marketing systems.
What counts as a marketing system?
Lead sourcing, outbound, paid search and social, your website, your CRM and lead routing, reviews, and one dashboard that ties it all to revenue. It's marketing automation for small business built as one connected system instead of separate tools.
Is this revops consulting?
Close to it. Marketing systems is revops applied to marketing: one CRM, clean lead routing, and reporting that ties spend to revenue instead of impressions.
Do you run our ads and outreach too?
Yes, as one system you own. Paid search and social, cold outbound, and the CRM they feed all report to the same dashboard.
Do you use AI to write our marketing?
For drafting and enrichment, yes: first drafts of outbound messages and cleaned-up contact data. A person edits and approves anything before it sends, and it all stays inside the CRM you own.
What does it cost?
The review is a fixed fee, quoted before we start. Each build is fixed scope, usually 4 to 10 weeks, priced before any work begins.
Start with a two-week review.
Fixed fee. You finish with a ranked plan of what to fix first, what it saves and what it protects.
Prefer email? Write to hello@satsumahq.com